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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $423,327 | $102,385+313.5% | $147,080+187.8% | $80,935+423.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 16.87% | 135.09%-118.2pp | 420.17%-403.3pp | 35.66%-18.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $14,381 | $6,651+116.2% | $8,066+78.3% | $4,299+234.5% |
| Admin fee / account holder | $25,464 | $7,951+220.3% | $12,989+96.0% | $6,924+267.8% |